Posted:1 week ago|
Platform:
On-site
Full Time
Dalmia Wealth Pvt. Ltd. is one of the largest mutual fund distribution companies in India.
· High ownership, discipline, and follow-up ability.
· New Clients onboarded
· Monthly SIP book added
· AUM growth
· Lead-to-client conversion ratio
· Client satisfaction & retention
· Timeliness of follow-ups and CRM updates
· Work directly with a fast-growing wealth-management firm
· Excellent learning in financial advisory, MF products, and market insights
· Clear career progression into Senior RM / Team Lead roles
Dalmia Wealth Pvt Ltd
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